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Basic Reports Navigation

Kathryn Johnson
Kathryn Johnson
  • Updated

Click on Reports in the left-hand navigation menu.

Locate the report in the Favorite Reports section or by clicking a folder in the All Reports area - the reports in that folder will appear below the folder. Click on the report name to generate the report.

OSTT All Reports.png

If the report has a lot of data, navigation arrows will appear below the report name. Click these to move between pages of data.

Report arrows.png
The grey-colored report name header has several icons to the right. Each icon has a different function.
reghist report.png
Hovering your mouse over an icon will display its function. 
 
The ⓘ icon will present basic information about the report.
OSTT I icn reports.png
The funnel icon allows you to filter the report in various ways, depending on the report. One filter option available for most reports is the date range. After selecting your filter(s), click Apply, and the report data will refresh.
OSTT Reports Filters.png

The down arrow icon allows you to download the report to your computer in DOCX (Microsoft Word), PDF, or XLSX (Microsoft Excel) format. To print a report, it must first be downloaded and then sent to the printer from your computer. Additional editing of the report's layout/formatting and/or filtering of its data can occur in the downloaded DOCX and XLSX files before printing.  

OSTT reports downloads.png

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